Keep campaign prospect handoffs together in Clientary
Give campaign prospects a consistent destination in Clientary, with useful context from the handoff alongside the lead.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead record.
Why this helps
Campaign details and prospect records often separate during manual transfers, making follow-up less informed.
- Create a Clientary lead from a campaign prospect handoff.
- Preserve campaign context when it is included and supported in the lead details.
- Reduce time spent copying campaign and prospect information.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the campaign lead capture.
- 3Tell Notis to create a Clientary lead from the prospect and include campaign context supplied in the request.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real campaign prospect and review the resulting lead.
Questions about this workflow
Can the workflow identify the campaign automatically?
Only if campaign details are included in information available to the run. Include the campaign context in the webhook request when needed.
Can I use one automation for multiple campaigns?
Yes. Include identifying campaign context in each request and describe how Notis should handle it in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Clientary. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Aeroleads and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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